EXI INVESTMENT PARTNERS

Overview

EXI Investment Partners is a small, private equity–focused advisory firm that manages pooled investment vehicles for institutional clients. The firm operates as a Private Equity Fund manager and concentrates its activity on sourcing, structuring and managing alternative investment exposures rather than acting as a broad capital allocator. Advisory activity is reported as portfolio management for pooled investment vehicles and the firm charges performance-based fees alongside other fee arrangements, consistent with typical private fund economics. Investment preferences center on third-party alternative managers across private markets and hedge strategies, with public-market exposure handled through mutual funds when needed. EXI is not identified as an active ESG investor and does not operate as a multi-state adviser. The firm’s regulatory record indicates SEC registration effective in 2026.

Assets & Accounts

Investments & Alternatives

Location & Offices